Fidelity Investments jobs in Sugar Land, TX - 23 jobs

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: In this role, you will play a critical part in driving new sales targets and portfolio growth by preparing and submitting high‑quality analysis and implementation requests that support senior Financial Institution (FI) Sales executives. You will help ensure the accuracy of pitches, legal documentation, and adherence to internal controls and policies while gaining deep expertise in cash clearing and trade finance products-experience that provides a strong foundation for future opportunities across Transaction Banking, including Sales, Implementations, Product, Risk and Controls, and Client Service. Your responsibilities include validating product scope, initiating implementation requests for new and existing clients, independently managing simple implementations, and joining initial calls for more complex engagements to ensure accuracy and alignment. You will collaborate closely with Sales and Implementation teams to address client change requests, support ad‑hoc needs such as billing inquiries, and provide backup coverage for client service when required. Additionally, you will contribute to process improvement initiatives aimed at enhancing workflow efficiency and the overall client experience, all while applying necessary control procedures. This work supports the broader mission of the Transaction Banking FI Sales organization, which focuses on scaling, integrating, and delivering payment and trade finance platforms to a diverse client base across North America-including banks, paytechs, broker‑dealers, sponsors, and other financial institutions. Responsibilities * Proactive management of portfolio including client and product partner engagement to ensure trade finance limit utilization. * Represent and back up the senior sales executive where the Senior Sales Director is on leave or otherwise unavailable. * Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e., pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused. * Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker. * Provide support on new business transactions i.e. deal execution support, pricing documentation, coordination with Product Sales on fee letters. * Back up service when required. * Complete bespoke client analysis as required including competitor analysis reflecting SCB's value proposition vs peers, complete relevant reporting on post origination activities, client meeting documentation. * Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker deal pipeline and call report administration/discipline, deal execution as agreed with the Banker * In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs-based account strategy and related opportunities, transactions, pricing issues etc. * Understand and be able to articulate the overall transaction banking strategy for each client. * Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client's overall industry business, performance, and outlook. * As agreed with the Senior Banker/Banker, drive product and geography cross sell with clients within the transaction banking product suite. * Provide support to the Senior Banker/Banker with prompt logging of client calls into CRMx (within 24 hours of the client meeting) and updating the deal pipeline. Support the Senior Banker/Banker to ensure client team activities required to accelerate deal conversion are followed up with the relevant internal stakeholders and with clients. Qualifications * Education Education - bachelor's degree * Training Ideally 1-2 years experience in banking * Languages English Role Specific Technical Competencies * English written and verbal * Spanish written and verbal (desired, not mandatory) * Data Analysis tools * International Payments * International Trade Business * Presentation tools About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 100,000 USD to 125,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to Financial Advisors. You'll: - keep management systems up-to-date with client information - educate clients on account services and capabilities - help with the preparation of reports and other materials for client meetings - collect the right documentation for opening new accounts and service requests - plan team marketing events and maintain marketing materials - provide the team with a detailed calendar of activities Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise You have: - a high school diploma - client service experience - series 7 and 66 licenses You are: - an excellent communicator, with solid interpersonal skills - detail oriented (nothing gets past you) - proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Are you ready to use your life experience to make a bigger impact? Is it time to explore new challenges and acquire new skills? If you're considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position. Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients Structured study sessions working to obtain your Series 7 & Series 66 licenses Whether you're new to the industry or returning to a career in financial services, you'll receive Customized coaching and development for a career in financial planning Generous, predictable compensation throughout the program Starting over or starting again - let us support you. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Experience We're Looking For 5 or more years of successful sales experience in another industry Keen ability to present complex solutions or products to a sophisticated client base Degree and/or other professional certifications highly preferred, but not required The Skills You Bring Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future You are comfortable working in an energetic sales environment Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive Motivated by results, you take initiative and exceed expectations The Value You Deliver Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Continue to make a positive impact on your community while honing your professional skills and experience How Your Work Impacts the Organization Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You'll be making a difference while moving your career in an exciting new direction! Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Vendor Coordinator (Houston, TX) We're looking for a detail-oriented professional to support our Construction Management team in Houston. In this role, you'll coordinate and align Construction Management & Inspection resources to support projects moving into the construction phase. If you enjoy keeping complex processes organized, building strong partnerships, and ensuring quality standards are met, this could be a great fit for you! What You'll Do: * Monitor vendors for compliance and support stakeholder collaboration * Ensure vendors meet regulatory and inspection requirements * Review vendor inspection test plans and coordinate with engineering teams * Manage documentation packages, RFIs, NCRs, and inspection reports * Develop inspection checklists and support continuous improvement initiatives * Track KPIs, supplier performance, and provide reporting as needed * Travel to other U.S. locations as necessary for assignments, training, and meetings Minimum Qualifications: * High School Diploma * 2-4+ years of experience in business analysis, vendor surveillance, project coordination, and/or construction management * Knowledge of trade skills related to inspection, pipeline, facility practices, or shop surveillance * Proficiency in MS Project, Excel, and PowerPoint * Strong organizational, communication, and problem-solving skills * Comfortable with public speaking * Military service may substitute for industry experience (MOS) Preferred Qualifications: * Associate's degree in engineering, construction management, or a related field * API 510 certification * Knowledge of ASME, ASTM, ISO 9001 standards * Ability to review welding procedures and quality documentation If you're ready to contribute to impactful projects and grow within construction management, please send your resume to Brandon at bgreen@blackrockres.com. #LI-DNI

As an Electrical Engineer, you'll lead the design and optimization of electrical systems that power essential infrastructure-pipelines, compressor stations, and storage facilities. You'll apply your technical expertise to integrate advanced technologies like automation, real-time monitoring, and energy storage, driving efficiency and innovation across operations. A key part of your role is ensuring safety through the implementation of arc flash mitigation, fault detection systems, and rigorous compliance with regulatory and environmental standards. You'll also manage complex projects from concept to completion, aligning engineering solutions with business goals and timelines. This is a high-impact role where your leadership and problem-solving skills will directly contribute to operational reliability, safety, and strategic growth. Your work will challenge you, and with our Core Values to guide you, you'll quickly learn and grow with us. Responsibilities/Expectations: * Leads the design, implementation, and optimization of electrical systems and power distribution networks supporting critical infrastructure such as pipelines, compressor stations, and storage facilities * Champions the integration of advanced technologies including automation, real-time monitoring, and energy storage to enhance system performance and reduce operational costs * Implements robust safety measures such as arc flash mitigation and fault detection systems to protect personnel and ensure infrastructure reliability * Provides technical expertise in power distribution, electrical schematics, and system layouts for both new construction and upgrades to existing facilities * Manages complex engineering projects from concept to completion ensuring alignment with business goals timelines and budget constraints * Ensures compliance with all relevant safety, environmental and regulatory standards across electrical systems and project execution * Collaborates with cross-functional teams to deliver engineering solutions that meet internal and external customer needs * Mentors and supports the development of junior engineers fostering technical growth knowledge sharing and a culture of continuous improvement * Other duties as assigned Education/Years of Experience: Senior: * Required: Bachelor's degree in electrical engineering and eight (8) years engineering experience in natural gas, data centers or related industry * Preferred: PE License * Preferred: Master's degree in electrical engineering Job Requirements: * Demonstrates excellent organizational/interpersonal skills and safety as a main priority * Proficiency in Microsoft Office Application and PC skills * Proficiency in reviewing arc flash studies and implementing improvements * Working knowledge of electrical design codes (NEC, NEMA, API, IEEE, etc.) * Preferred: Experience with PLCs * Preferred: Project Management experience * Preferred: Experience working in Preliminary-Front End Engineering and Design (Pre-FEED), Front End Engineering Design (FEED), or Engineering, Procurement, Construction (EPC) of small to medium facility projects * Preferred: Proficiency in designing, and implementing, Instrumentation systems, including Programmable Logic Controllers (PLC) and Human Machine Interface (HMI) systems #LI-TW1

MorningStar Recruitment's client was founded almost 50 years ago! They are a custom solution manufacturer that is ISO certified and continually audited Our client is seeking a PLANT MANAGER that can lead and engage a team to success. A leader that knows how to make a team feel supported and involved in their roles. Here are some details: Role Overview In this pivotal role, you will be responsible for managing the daily activities of the production department, ensuring that production targets are met while maintaining the highest quality standards. You will lead a team of skilled operators and coordinate with other departments to optimize workflow and efficiency. Responsibilities Manage, oversee and coordinate the activities of the production team to achieve production goals and maintain quality standards. Conduct regular inspections of the manufacturing process to ensure compliance with safety and quality regulations. Implement and monitor production schedules, adjusting as necessary to meet changing demands. Train new employees on specific production techniques, safety procedures, and operational best practices. Collaborate with engineering and maintenance teams to troubleshoot equipment issues and ensure optimal operational efficiency. Maintain accurate records of production metrics, equipment maintenance, and inventory levels. Foster a culture of continuous improvement by identifying opportunities for process enhancements and implementing effective solutions. Required and Preferred Qualifications Required: 10+ years of experience in a manufacturing environment, with at least 7 years in a management role. Strong knowledge of metal fabrication processes and equipment. Proven track record of meeting production targets and ensuring quality compliance. Excellent leadership and team management skills. Preferred: Experience with Lean Manufacturing principles and practices. Familiarity with quality control methodologies and ISO standards. Technical background in electrical or mechanical engineering. Technical Skills and Relevant Technologies Proficiency in using production management software and tools. Ability to read and interpret technical drawings and specifications. Knowledge of safety regulations and best practices in a manufacturing environment. Soft Skills and Cultural Fit Strong problem-solving skills with a focus on efficiency and quality. Excellent communication skills, both verbal and written. Ability to work collaboratively in a team-oriented environment. Retirement savings plan with company match Paid time off and holidays Opportunities for professional development and career advancement

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your role We're looking for someone like this to: * gain valuable insight into different areas of the business * work on strategic projects that have real impact on clients * build an understanding of our industry, culture, and strategy * Establish a network of mentors and business contacts * attend educational and social events that provide exposure to senior leadership. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Ideally enrolled in a two or four year college or university In particular, you have: * Ideally a 3.2+ GPA * A balanced resume which includes solid academic performance and campus involvement * A genuine interest in developing a career in the Wealth Management industry. You are: * Positive with a can do approach * It doesn't matter what you're studying (you don't need to be a financial guru), We would like to see if you can: * Analyze a problem and come up with ideas and make a decision. * Show good judgement * Plan, organize and make things happen * Communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Join Us We're truly a global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role A Branch Office Administrator provides administrative support to the Branch Manager and broader management team. Detailed salary information: * Pasadena: the salary range for this role is $60000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Scope and complexity of role: Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field. Autonomy: Under supervision Employees complete tasks as required within their own objectives and in line with team goals. They work within clearly defined processes and may have sufficient leeway for their own input. Organizational impact: Employees establish good working relationships with colleagues in the organization to ensure support in achieving tasks. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

A key part of this role is ensuring safety through the implementation of arc flash mitigation, fault detection systems, and rigorous compliance with regulatory and environmental standards. You'll also manage complex projects from concept to completion, aligning engineering solutions with business goals and timelines. This is a high-impact role where your leadership and problem-solving skills will directly contribute to operational reliability, safety, and strategic growth. Responsibilities: * Leads the design, implementation, and optimization of electrical systems and power distribution networks supporting critical infrastructure such as pipelines, compressor stations, and storage facilities * Champions the integration of advanced technologies including automation, real-time monitoring, and energy storage to enhance system performance and reduce operational costs * Implements robust safety measures such as arc flash mitigation and fault detection systems to protect personnel and ensure infrastructure reliability * Provides technical expertise in power distribution, electrical schematics, and system layouts for both new construction and upgrades to existing facilities * Manages complex engineering projects from concept to completion ensuring alignment with business goals timelines and budget constraints * Ensures compliance with all relevant safety, environmental and regulatory standards across electrical systems and project execution * Collaborates with cross-functional teams to deliver engineering solutions that meet internal and external customer needs * Mentors and supports the development of junior engineers fostering technical growth knowledge sharing and a culture of continuous improvement Education/Years of Experience: * Required: Bachelor's degree in electrical engineering and four (4) years engineering experience in natural gas, data centers or related industry * Preferred: PE License Job Requirements: * Demonstrates excellent organizational/interpersonal skills and safety as a main priority * Proficiency in Microsoft Office Application and PC skills * Proficiency in reviewing arc flash studies and implementing improvements * Working knowledge of electrical design codes (NEC, NEMA, API, IEEE, etc.) * Preferred: Experience with PLCs * Preferred: Project Management experience * Preferred: Experience working in Preliminary-Front End Engineering and Design (Pre-FEED), Front End Engineering Design (FEED), or Engineering, Procurement, Construction (EPC) of small to medium facility projects * Preferred: Proficiency in designing, and implementing, Instrumentation systems, including Programmable Logic Controllers (PLC) and Human Machine Interface (HMI) systems No visa sponsorship or visa transfer of any type #LI-AD1

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your role We're looking for a Wealth Strategy Associate to: * Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals * Develop customized asset allocation strategies and investment solutions for clients * Provide support for client relationship building and onboarding * Perform business analytics as needed to support financial advisors in the growth of the business * Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change Detailed salary information: * San Diego: the salary range for this role is $60000 to $70000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Series 7 and 66 licenses * Ideally 2-3 years of experience in client service, within the finance sector * Bachelor's degree or equivalent, focusing on Finance or Economics * Excellent communicator, with top-notch interpersonal skills * Analytical and logical * Bilingual Spanish required About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Pasadena: the salary range for this role is $65000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * SIE, Series 7 and 66 licenses (for registered CSAs only) * ideally 1+ years of experience in client service, within the finance sector * bachelor's or master`s degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.